Balanced Model PORTFOLIOS (Stock, Bond, Cash Rotation)

The model portfolios are created from the sleeves described HERE. The following publications are designed to be used by individual investors managing their own accounts.

Balanced Model Portfolios: $9000 per year

Performance figures (below) do not reflect fees embedded in the ETFs or fee for the Focused 15 Investing research publication. Performance figures are based on the indexes underlying each ETF or a reasonable alternative. In addition, we provide guidance for subscribers to adjust the aggressiveness of their accounts based on their tolerance for losses and investment horizons.

See this blog post for a performance comparison for the Diamond, Sapphire, and Zircon publications (LINK)

Diamond Publication

Sapphire Publication

Diamond model portfolios are easy to implement and have high returns and low variability of returns

Portfolios include 1 to 4 ETFs from among (UST, DDM, XLP, XLU, SHY-Optional)
All use ETF DDM (DJIA x2) to some degree
Theme-related ETFs, such as commodities, may be added from time to time.

Sapphire Publication

Sapphire model portfolios are intended for experienced ETF investors and have higher returns and/or higher return-to-variability ratios than Diamond portfolios

Portfolios include 4 ETFs (TYD, UDOW, XLP, XLU, SHY-Optional)
All use ETF UDOW (DJIA x3) to some degree
Theme-related ETFs, such as commodities, may be added from time to time.

Zircon Publication

Sapphire Publication

Zircon Publication

Zircon model portfolios are easy to implement and do not use leveraged stock ETFs

Portfolios include 1 to 4 ETFs from among (UST, DIA, XLP, XLU, SHY-Optional)
Theme-related ETFs, such as commodities, may be added from time to time.

Source: CPM Investing LLC. Data using prices in USD, except as noted, sourced from Bloomberg, LLC. Backtested / hypothetical results do not indicate actual or future returns.

Current decision rules and parameters are used to simulate historical performance and portfolio statistics.

If and when the rules and parameters are revised, those revisions may affect previously reported simulated historical performance and portfolio characteristics.

Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing, LLC

Model Portfolios of ETFs for High Return and Low Variability

Balanced Model PORTFOLIOS (Stock, Bond, Cash Rotation)

Diamond Publication

Sapphire Publication

Sapphire Publication

Sapphire Publication

Sapphire Publication

Sapphire Publication

Zircon Publication

Sapphire Publication

Zircon Publication

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